THE FIDUCIARY ALLIANCE

511 Rhett Street, Suite 2a
Greenville, South Carolina 29601
Tel: 864-385-7999

About THE FIDUCIARY ALLIANCE

THE FIDUCIARY ALLIANCE, formally registered with the SEC as THE FIDUCIARY ALLIANCE. The firm was established in 08/17/2016. They have over 19 offices throughout the country.

THE FIDUCIARY ALLIANCE is a Greenville, South Carolina based Financial Planning firm with nearly $1,227,969,964 assets under management, offering retirement planning & investment advisory services to 16591 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284924
SEC#	801-108283
Assets Managed by Firm	$1,227,969,964
No. of Clients	16591
No. of Advisors	48

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	16591	$1,227,969,964
Individuals (other than high net worth individuals)	1352	$255,971,378
High net worth individuals	443	$469,160,989
Pension and profit sharing plans	Fewer than 5 clients	$94,884
Charitable organizations	Fewer than 5 clients	$1,199,029
Other investment advisers	Fewer than 5 clients	$60,704,113
Corporations or other businesses	496	$439,724,343

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LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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